India: Is "CONSUMPTION" Investment Theme in Danger? Or Too Early to Worry About That?
The price performance of some of the consumer stocks such as Hindustan Unilever (HUVR IN), ITC Ltd (ITC IN), Asian Paints (APNT IN) and Maruti...
285 Views
Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
348 Views
India: Three Important Recent 2Q Results and What Do They Tell Us About State of Indian Economy?
Three recent important quarterly results from industry leaders indicate that there are no strong recovery signals in Indian economy. These...
149 Views
India: Monsoon Is Below Normal Now, Poor Rainfall Is Negative for Consumer Goods and Rate Cut Hopes
In our last insight on rainfall distribution in India, Monsoon Is “Normal” This Year: Perception Vs. Reality and the Implications dated 8th August...
276 Views
Most Popular / Unpopular Sectors and Countries in Asia - Ex Japan (Last 2 Weeks)
We continue to track the Analyst Upgrades / Downgrades over the previous 2 week to identify potential trends in popularity. Which Sectors /...
555 Views